Simplicity Wealth,LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SW Simplicity Wealth,LLC | Institutional Filer | ▲ 5.23% | $1.76B | 748 |
Current Portfolio Holdings
Showing all 748 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | — | 690K | $76.7M | 4.35% |
| 2 | VOO | VANGUARD INDEX FDS | — | 97K | $57.8M | 3.28% |
| 3 | AVDE | AMERICAN CENTY ETF TR | — | 648K | $55.0M | 3.11% |
| 4 | AVIG | AMERICAN CENTY ETF TR | — | 1.2M | $50.4M | 2.85% |
| 5 | IVV | ISHARES TR | — | 53K | $34.5M | 1.95% |
| 6 | AVSF | AMERICAN CENTY ETF TR | — | 732K | $34.2M | 1.94% |
| 7 | NVDA | NVIDIA Corporation | Technology | 182K | $31.8M | 1.80% |
| 8 | SPYM | SPDR SERIES TRUST | — | 415K | $31.7M | 1.80% |
| 9 | AVLC | AMERICAN CENTY ETF TR | — | 371K | $28.8M | 1.63% |
| 10 | AAPL | Apple Inc. | Technology | 107K | $27.2M | 1.54% |
| 11 | TLT | ISHARES TR | — | 283K | $24.5M | 1.39% |
| 12 | AVEM | AMERICAN CENTY ETF TR | — | 285K | $22.9M | 1.30% |
| 13 | MSFT | Microsoft Corporation | Technology | 53K | $19.7M | 1.12% |
| 14 | IEMG | ISHARES INC | — | 264K | $18.4M | 1.04% |
| 15 | DFAC | DIMENSIONAL ETF TRUST | — | 445K | $17.3M | 0.98% |
Showing 1 to 15 of 748 holdings